In keeping with our focus on financial planning for couples, our latest Resource of the Month is designed to help make planning with your partner a bit easier. As we mentioned in our latest installment of “What Robin’s Reading” (link to post above), couples argue about money, partially because of key misconceptions about their own approach vs. the approach of their partner. Before you can have a conversation as a couple, it’s important to have a solid understanding of your individual personal financial picture. That’s why our February Resource of the Month is a “Personal Net Worth” worksheet that will give you a snapshot of your financial health. You can even pass a copy to your partner, and encourage them to fill it out as well.
Our hope is that knowing your own financial situation will help make conversations with your partner easier for both of you. Once you know where you stand, you can create shared goals for your financial future.
Need help understanding how your personal net worth should shape your financial goals? The Robin S. Weingast & Associates team is here for you. Contact us today to find out more about how we can help.